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New South Capital Management’s Upland Software UPLD Stock Holding History

New South Capital Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-88,709
Closed -$1.27M – 57
2025
Q4 		$1.27M Sell
88,709
-7,817
-8% -$149K 0.06% 50
2025
Q3 		$2.29M Sell
96,526
-2,799
-3% -$63.7K 0.1% 50
2025
Q2 		$1.94M Sell
99,325
-18,369
-16% -$409K 0.09% 51
2025
Q1 		$3.37M Sell
117,694
-14,385
-11% -$546K 0.16% 51
2024
Q4 		$5.73M Sell
132,079
-11,300
-8% -$367K 0.24% 51
2024
Q3 		$3.57M Sell
143,379
-103
-0.1% -$2.38K 0.15% 51
2024
Q2 		$3.57M Sell
143,482
-3,822
-3% -$101K 0.16% 50
2024
Q1 		$4.55M Sell
147,304
-5,025
-3% -$182K 0.19% 47
2023
Q4 		$6.44M Sell
152,329
-6,493
-4% -$281K 0.28% 47
2023
Q3 		$7.34M Sell
158,822
-1,536
-1% -$56K 0.35% 47
2023
Q2 		$5.77M Buy
160,358
+69,041
+76% +$2.38M 0.26% 48
2023
Q1 		$3.93M Sell
91,317
-2,764
-3% -$191K 0.18% 52
2022
Q4 		$6.71M Sell
94,081
-22,093
-19% -$1.65M 0.31% 50
2022
Q3 		$9.45M Sell
116,174
-161
-0.1% -$17.8K 0.46% 48
2022
Q2 		$16.9M Sell
116,335
-2,172
-2% -$317K 0.77% 39
2022
Q1 		$20.9M Buy
118,507
+5,838
+5% +$1.07M 0.78% 39
2021
Q4 		$20.2M Buy
112,669
+39,540
+54% +$10.1M 0.67% 38
2021
Q3 		$24.5M Buy
73,129
+14,573
+25% +$5.46M 0.85% 36
2021
Q2 		$24.1M Sell
58,556
-772
-1% -$339K 0.67% 38
2021
Q1 		$28M Sell
59,328
-1,075
-2% -$519K 0.82% 36
2020
Q4 		$27.7M Buy
60,403
+717
+1% +$316K 0.92% 35
2020
Q3 		$22.5M Buy
59,686
+9,124
+18% +$3.29M 0.85% 34
2020
Q2 		$17.6M Buy
50,562
+48,032
+1,898% +$15M 0.62% 45
2020
Q1 		$678K Buy
+2,530
New +$915K 0.03% 60

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

New South Capital Management's UPLD Position: Q1 2026 in Review

New South Capital Management sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 88,709 shares — an estimated $1.27M sold.

New South Capital Management first reported a position in UPLD in Q1 2020 and held it in 24 quarters. The position peaked at $28M in Q1 2021. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • New South Capital Management reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • New South Capital Management sold 88,709 Upland Software shares in Q1 2026, an estimated $1.27M.
  • New South Capital Management first reported a position in Upland Software in Q1 2020 and held it in 24 quarters.
  • New South Capital Management's Upland Software position peaked at $28M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on New South Capital Management's 13F filing for Q1 2026, filed 13 May 2026.